PeopleSoft Test Framework Installation Guide
PeopleSoft Test Framework Installation Guide
PeopleSoft Test Framework Installation Guide
Framework
INTRODUCTION .................................................................................................................................3
INSTALLATION PREREQUISITES: ..........................................................................................................4
PEOPLETOOLS VERSION .................................................................................................................................. 4
SSL ENCRYPTION .......................................................................................................................................... 4
INTEGRATION BROKER ................................................................................................................................... 4
INSTALLATION DETAILS: .....................................................................................................................5
VERIFY INTEGRATION BROKER SETUP: .............................................................................................................. 5
SETUP SECURITY: .......................................................................................................................................... 6
PTF CONFIGURATION OPTIONS....................................................................................................................... 6
PEOPLESOFT TEST FRAMEWORK CLIENT SETUP: ................................................................................................ 6
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Introduction
PeopleSoft Test Framework automates various tasks within the PeopleSoft application, primarily
functional testing.
PTF works by replicating the actions of a single user executing functional tests against the PeopleSoft
browser-based application. Users can record manual test procedures and save them within the
framework. These tests can be later executed (after an upgrade or a patch) against the application to
verify whether the application still behaves as expected.
Test assets (tests and test cases) are stored in a database as Application Designer objects. As a result,
test assets are PeopleTools-managed objects, which can be managed along with other PeopleTools-
managed objects through PeopleSoft Lifecycle Management.
This document is details out the nitty gritty involved in the installation of this tool.
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Installation Prerequisites:
PeopleTools version
PTF needs PeopleTools 8.51.02 or above – This is mandatory- believe me; we learnt it the hard way. A
lot of bugs reported in 8.51 with respect to PTF have been resolved in patch 8.51.02.
SSL Encryption
This was never mentioned in the installation guide as required or mandatory. SSL needs to be
implemented in order for the PTF client to connect to IB.
Integration Broker
The entire PeopleSoft Test Framework works only with Integration Broker. It uses IB to record test cases
as well as store the test assets into the PeopleSoft database.
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Installation Details:
Verify that the Default User ID for the ANONYMOUS node has, at a minimum, a PTF User
role.
o Navigate to Integration Broker, Integration Setup, Nodes.
o Select the ANONYMOUS node.
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o Note the Default User ID.
o Navigate to PeopleTools, Security, User Profiles, User Profiles.
o Select the User ID you identified in Step 3.
o Access the Roles tab.
o Verify that one of the PTF roles is present - PTF User / PTF Editor / PTF Administrator
Note. In PeopleTools 8.51, the above Roles are not delivered. Only the permission
lists are. You need to manually add one of these roles (same Role Name) and then add
the permission list to this role.
Setup Security:
Users connecting to a PTF test environment must have one of these roles associated with their
user ID:
• PTF User
• PTF Editor
• PTF Administrator
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Note. In PeopleTools 8.51, the above path is usually not present. We need to
manually create these folders in the path mentioned.
The PTF Client Setup Wizard appears and takes you through a series of steps that are required for
installation:
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Click on the Next Button:
Change the Destination folder to the path where you want to install the PTF client and click NEXT.
On clicking the Install button, the installation process begins and we can monitor the status of the install
as shown below:
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On completion, the wizard is as shown below:
PTF Client installation is now complete, and the tool can be accessed from
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On clicking the PeopleSoft Test FrameWork shortcut, you might be faced with the following error:
Note. In PeopleTools 8.51, the above path is usually not present. We need to manually create these
folders in the path mentioned. Creation of the path alone is sufficient, the afore mentioned file
(localoptions.xml), need not be present
Once this is fixed, login using the same shortcut again- the error must go away and the login screen
comes up as shown:
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Enter the Database Name by
Click on New – enter login credentials as shown: which you want to call this
connection. Just a name
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Viola!! The PTF opens up!!!
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You need to set the Local options and Execution options as shown below:
The local options window can be reached by clicking on the @<database name> Menu option
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Set the Execution options as show below:
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